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Triumph Capital Management’s Vanguard Total World Stock ETF VT Stock Holding History

Triumph Capital Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.26M Buy
14,408
+8,137
+130% +$1.24M 0.41% 54
2026
Q1 		$867K Buy
6,271
+5,177
+473% +$745K 0.18% 125
2025
Q4 		$154K Buy
+1,094
New +$153K 0.03% 352

Other funds holding VT

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BCA
Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return
TF
Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return
PWM
Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
TCK
Topor & Co Korea Seoul $127M AUM
GWM
GoalFusion Wealth Management Austin, Texas $248M AUM 17.33% 1-Year Est. Return
LOWM
Laurel Oak Wealth Management Marlton, New Jersey $687M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Triumph Capital Management's VT Position: Q2 2026 in Review

Triumph Capital Management increased its Vanguard Total World Stock ETF (VT) stake by 130% in Q2 2026, buying an estimated $1.24M and bringing the position to 14,408 shares worth $2.26M. The position accounts for 0.41% of the portfolio, ranked #54.

Triumph Capital Management first reported a position in VT in Q4 2025 and has held it in 3 quarters since. 296 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Triumph Capital Management held 14,408 shares of Vanguard Total World Stock ETF worth $2.26M as of Q2 2026.
  • Triumph Capital Management bought 8,137 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $1.24M.
  • Vanguard Total World Stock ETF made up 0.41% of Triumph Capital Management's portfolio in Q2 2026, its #54 holding.
  • Triumph Capital Management first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
  • 296 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.